See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,983 | $65,685-90.9% | $57,179-89.5% | $273,961-97.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.66% | 21.99%-24.6pp | 14.59%-17.2pp | 41.45%-44.1pp |
| Employer contribution / active EE | $916 | $3,279-72.1% | $2,682-65.9% | $4,869-81.2% |
| Participant deferral / active EE | $483 | $3,782-87.2% | $3,096-84.4% | $5,287-90.9% |
| Admin fee / account holder | $426 | $4,835-91.2% | $3,139-86.4% | $10,132-95.8% |